Hershey Co
HSY- Exchange
- NYSE
- Industry
- Sugar & Confectionery Products
- SEC CIK
- 0000047111
In the last 90 days, Hershey Co insiders filed 0 open-market purchases and 29 sales; 1,417 institutions reported holding it in 13F filings for Q2 2026, worth $22.8B in total; superinvestors Markel Group and Maverick Capital hold it.
13F holders, Q1 2023
Institutional positions in Hershey Co as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,337
- +70 vs. Q4 2022
- Shares held
- 115.3M
- +1.90M (+1.7%) vs. Q4 2022
- Total value
- $29.4B
- +$3.15B (+12.0%) vs. Q4 2022
- New holders
- 131
- 451 more added
- Sold out
- 61
- 456 more reduced
27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,417 | $22.8B |
| Q1 2026 | 1,480 | $25.9B |
| Q4 2025 | 1,415 | $23.2B |
| Q3 2025 | 1,360 | $23.7B |
| Q2 2025 | 1,314 | $21.3B |
| Q1 2025 | 1,348 | $21.0B |
| Q4 2024 | 1,349 | $20.6B |
| Q3 2024 | 1,400 | $23.6B |
| Q2 2024 | 1,384 | $21.6B |
| Q1 2024 | 1,362 | $22.8B |
| Q4 2023 | 1,352 | $21.8B |
| Q3 2023 | 1,301 | $23.5B |
| Q2 2023 | 1,357 | $29.4B |
| Q1 2023 | 1,337 | $29.4B |
| Q4 2022 | 1,294 | $26.2B |
| Q3 2022 | 1,228 | $24.9B |
| Q2 2022 | 1,212 | $24.1B |
| Q1 2022 | 1,191 | $23.8B |
| Q4 2021 | 1,138 | $21.0B |
| Q3 2021 | 1,040 | $18.6B |
| Q2 2021 | 1,040 | $19.0B |
| Q1 2021 | 1,007 | $17.3B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 148 | $37.7K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $38.2K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 150 | $38.2K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $38.2K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $38.2K | 0.00% | +150 | New |
| Financial Avengers, Inc. | 151 | $38.5K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 155 | $39.4K | 0.00% | +35+29.2% | Added |
| Adirondack Trust Co | 156 | $39.7K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 157 | $39.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 157 | $39.9K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 158 | $40.0K | 0.00% | +158 | New |
| Raleigh Capital Management Inc. | 158 | $40.2K | 0.02% | +63+66.3% | Added |
| Riverview Trust Co | 163 | $41.5K | 0.04% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 165 | $42.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 169 | $43.0K | 0.01% | −24−12.4% | Reduced |
| Altshuler Shaham Ltd | 174 | $44.3K | 0.00% | −44−20.2% | Reduced |
| Covestor Ltd | 175 | $45.0K | 0.04% | −6−3.3% | Reduced |
| Crewe Advisors LLC | 180 | $45.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 187 | $47.6K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 190 | $48.0K | 0.00% | +190 | New |
| Farmers & Merchants Investments Inc | 196 | $49.9K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 196 | $49.9K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 200 | $50.9K | 0.01% | −46−18.7% | Reduced |
| Old Second National Bank of Aurora | 200 | $50.9K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 209 | $53.2K | 0.01% | −95−31.3% | Reduced |
| Bell Investment Advisors, Inc | 249 | $63.3K | 0.01% | −17−6.4% | Reduced |
| Orion Capital Management LLC | 250 | $63.6K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 250 | $63.6K | 0.01% | +250 | New |
| Column Capital Advisors, LLC | 250 | $63.7K | 0.01% | −2−0.8% | Reduced |
| FinTrust Capital Advisors, LLC | 279 | $64.5K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 262 | $66.6K | 0.05% | +1+0.4% | Added |
| North Star Investment Management Corp. | 263 | $66.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 278 | $70.7K | 0.01% | +9+3.3% | Added |
| Concord Wealth Partners | 291 | $74.0K | 0.02% | −18−5.8% | Reduced |
| CVA Family Office, LLC | 294 | $74.8K | 0.02% | +59+25.1% | Added |
| AlphaMark Advisors, LLC | 300 | $76.0K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 300 | $76.3K | 0.01% | −438−59.3% | Reduced |
| Rosenberg Matthew Hamilton | 300 | $76.3K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 305 | $77.5K | 0.02% | −60−16.4% | Reduced |
| Motco | 305 | $77.6K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 314 | $79.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 327 | $83.2K | 0.01% | +1+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 329 | $83.7K | 0.02% | +100+43.7% | Added |
| Sunbelt Securities, Inc. | 332 | $84.1K | 0.01% | +332 | New |
| Delta Asset Management LLC | 335 | $85.2K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 336 | $86.0K | 0.01% | +336 | New |
| Carolinas Wealth Consulting LLC | 346 | $88.0K | 0.02% | +340+5,666.7% | Added |
| Creative Capital Management Investments LLC | 350 | $89.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 356 | $90.6K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,027 | $92.5K | 0.00% | −1,756−63.1% | Reduced |
| Evolution Advisers, Inc. | 373 | $95.0K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 375 | $96.1K | 0.03% | −552−59.5% | Reduced |
| Armstrong Advisory Group, Inc | 381 | $96.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 381 | $97.1K | 0.01% | +1+0.3% | Added |
| Fortis Capital Advisors, LLC | 382 | $97.2K | 0.05% | +382 | New |
| Estabrook Capital Management | 400 | $101.8K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $101.8K | 0.08% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $101.8K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 418 | $106.3K | 0.01% | +14+3.5% | Added |
| Archer Investment Corp | 450 | $108.3K | 0.04% | −105−18.9% | Reduced |
| C M Bidwell & Associates Ltd | 440 | $111.9K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 439 | $112.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 449 | $114.0K | 0.03% | −1,696−79.1% | Reduced |
| Bellevue Asset Management, LLC | 450 | $114.5K | 0.08% | −300−40.0% | Reduced |
| Parkside Financial Bank & Trust | 455 | $115.6K | 0.03% | −54−10.6% | Reduced |
| Versant Capital Management, Inc | 460 | $117.0K | 0.04% | −1−0.2% | Reduced |
| Independence Bank of Kentucky | 465 | $118.3K | 0.05% | −50−9.7% | Reduced |
| Laurel Wealth Advisors LLC | 482 | $122.6K | 0.03% | +482 | New |
| Clearview Wealth Advisors LLC | 491 | $125.1K | 0.13% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 496 | $126.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $127.2K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $127.2K | 0.08% | 00.0% | Unchanged |
| Hollencrest Capital Management | 504 | $128.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 522 | $133.0K | 0.03% | −66−11.2% | Reduced |
| Peoples Financial Services Corp. | 529 | $134.6K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 543 | $138.1K | 0.00% | +37+7.3% | Added |
| Jones Financial Companies LLLP | 549 | $139.7K | 0.00% | −29−5.0% | Reduced |
| Hexagon Capital Partners LLC | 550 | $140.0K | 0.04% | −159−22.4% | Reduced |
| Baldrige Asset Management LLC | 555 | $141.0K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 561 | $142.7K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 590 | $150.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 596 | $151.6K | 0.03% | +510+593.0% | Added |
| Blackhill Capital Inc | 600 | $152.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 605 | $153.9K | 0.01% | +407+205.6% | Added |
| Thompson Investment Management, Inc. | 625 | $159.0K | 0.03% | +625 | New |
| Slocum, Gordon & Co LLP | 629 | $160.0K | 0.13% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 635 | $161.6K | 0.14% | −1,065−62.6% | Reduced |
| Bank of New Hampshire | 636 | $161.8K | 0.05% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 639 | $162.5K | 0.15% | +1+0.2% | Added |
| Salem Investment Counselors Inc | 645 | $164.1K | 0.01% | −42−6.1% | Reduced |
| Manchester Capital Management LLC | 649 | $165.1K | 0.02% | −5−0.8% | Reduced |
| PEAK6 Investments LLC | 653 | $166.1K | 0.01% | +463+243.7% | Added |
| Harbour Investments, Inc. | 698 | $177.6K | 0.01% | −43−5.8% | Reduced |
| TCTC Holdings, LLC | 703 | $178.8K | 0.01% | +311+79.3% | Added |
| CoreFirst Bank & Trust | 704 | $179.1K | 0.13% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 780 | $181.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 794 | $184.0K | 0.00% | −5−0.6% | Reduced |
| Private Ocean, LLC | 762 | $193.8K | 0.03% | 00.0% | Unchanged |
| RE Advisers Corp | 785 | $199.7K | 0.01% | +98+14.3% | Added |
| Flputnam Investment Management Co | 792 | $201.5K | 0.01% | +792 | New |